Business Unbound

Emerging Markets Investor: How to Judge Markets, Timing, and Teams - Franc Bogovic

41 min · 24 de jun de 2026
Portada del episodio Emerging Markets Investor: How to Judge Markets, Timing, and Teams - Franc Bogovic

Descripción

Big problems can become the most investable opportunities when you structure the risk correctly. Franc Bogovic explains how Aquitara Impact Fund is financing industrial park development in Vietnam while also tackling Agent Orange contamination, and why positioning, stakeholder alignment, and market timing matter more than assumptions. He also makes the case that impact investing does not have to mean weaker returns, if the model combines defensible economics, strong partners, and a clear role in the ecosystem. From emerging markets judgment to fund structure and credibility in sensitive social contexts, this conversation is about how to build durable investments where capital, politics, and execution all have to line up. WHAT YOU'LL LEARN 1. How to judge whether an emerging market is moving with enough momentum to justify capital deployment 2. Why position building before launch can matter more than acquiring customers after entry 3. How to structure a fund so risk is reduced through land rights, duration, and phased decision points 4. Why impact investing can still target above-market returns without framing every project as a trade-off 5. How to build credibility with governments, local partners, and affected communities in sensitive cross-border work KEY DISCUSSION TOPICS 1. Aquitara Impact Fund’s model for financing industrial parks in Vietnam alongside contaminated land remediation 2. Agent Orange contamination in Vietnam and the challenge of aligning stakeholders around a long-forgotten problem 3. Market momentum in Vietnam, including growth, FDI inflows, and why timing matters in emerging markets 4. Positioning before launch, defensible market entry, and creating dependency through value proposition 5. Risk management through structure rather than avoidance, including collateral, fund duration, and staged approvals 6. Working with Vietnamese authorities, Belgian diplomacy, legal advisers, and civil society organizations 7. The role of team quality, partner selection, and attitude in complex investing environments 8. Why the impact investing label can be confusing when compared with philanthropy and conventional return-seeking capital GUEST BACKGROUND Name: Franc Bogovic Bio: Franc Bogovic is co-founder and partner at Aquitara Impact Fund, where he focuses on financing industrial park development in Vietnam alongside remediation of contaminated land and related social impact work. He has also served as COO and Vice Chairman at Finance and Invest Brussels, giving him experience across public investment, startup and scale-up finance, and cross-border fund structuring in emerging markets. Follow Franc on LinkedIn: LinkedIn [https://www.linkedin.com/in/franc-bogovic-89193b14/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Linktree [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #ImpactInvesting #EmergingMarkets #VietnamInvestment #StakeholderManagement #RiskManagement

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27 episodios

episode Emerging Markets Investor: How to Judge Markets, Timing, and Teams - Franc Bogovic artwork

Emerging Markets Investor: How to Judge Markets, Timing, and Teams - Franc Bogovic

Big problems can become the most investable opportunities when you structure the risk correctly. Franc Bogovic explains how Aquitara Impact Fund is financing industrial park development in Vietnam while also tackling Agent Orange contamination, and why positioning, stakeholder alignment, and market timing matter more than assumptions. He also makes the case that impact investing does not have to mean weaker returns, if the model combines defensible economics, strong partners, and a clear role in the ecosystem. From emerging markets judgment to fund structure and credibility in sensitive social contexts, this conversation is about how to build durable investments where capital, politics, and execution all have to line up. WHAT YOU'LL LEARN 1. How to judge whether an emerging market is moving with enough momentum to justify capital deployment 2. Why position building before launch can matter more than acquiring customers after entry 3. How to structure a fund so risk is reduced through land rights, duration, and phased decision points 4. Why impact investing can still target above-market returns without framing every project as a trade-off 5. How to build credibility with governments, local partners, and affected communities in sensitive cross-border work KEY DISCUSSION TOPICS 1. Aquitara Impact Fund’s model for financing industrial parks in Vietnam alongside contaminated land remediation 2. Agent Orange contamination in Vietnam and the challenge of aligning stakeholders around a long-forgotten problem 3. Market momentum in Vietnam, including growth, FDI inflows, and why timing matters in emerging markets 4. Positioning before launch, defensible market entry, and creating dependency through value proposition 5. Risk management through structure rather than avoidance, including collateral, fund duration, and staged approvals 6. Working with Vietnamese authorities, Belgian diplomacy, legal advisers, and civil society organizations 7. The role of team quality, partner selection, and attitude in complex investing environments 8. Why the impact investing label can be confusing when compared with philanthropy and conventional return-seeking capital GUEST BACKGROUND Name: Franc Bogovic Bio: Franc Bogovic is co-founder and partner at Aquitara Impact Fund, where he focuses on financing industrial park development in Vietnam alongside remediation of contaminated land and related social impact work. He has also served as COO and Vice Chairman at Finance and Invest Brussels, giving him experience across public investment, startup and scale-up finance, and cross-border fund structuring in emerging markets. Follow Franc on LinkedIn: LinkedIn [https://www.linkedin.com/in/franc-bogovic-89193b14/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Linktree [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #ImpactInvesting #EmergingMarkets #VietnamInvestment #StakeholderManagement #RiskManagement

24 de jun de 202641 min
episode Behavioral Expert: How to Build Trust in Business With Different Personality Types - Dale Wilsher artwork

Behavioral Expert: How to Build Trust in Business With Different Personality Types - Dale Wilsher

Personality is not a soft skill in this conversation, it is a business variable that shapes trust, influence, communication, and performance. Dale Wilsher explains how leaders misread their own style, expect others to respond the same way, and create avoidable friction in decision-making, feedback, and execution. She shows why the real goal is not labeling people, but learning how to recognize patterns, adapt communication, and deploy strengths without flattening difference. WHAT YOU'LL LEARN 1. How to identify whether a team problem is really a personality, trust, or fit problem 2. Why the strongest leaders are not well-rounded individuals, but builders of well-rounded teams 3. How to read personality through observable business signals like pace, email style, stress response, and decision habits 4. How to tailor a business case so different stakeholders hear what they need before they buy in 5. Why pressure reveals default patterns more clearly than calm, and how to manage conflict before it escalates KEY DISCUSSION TOPICS 1. The DISC framework and why Dale uses a four-type model to make personality practical in business 2. The strengths and failure modes of D, I, S, and C styles in leadership, teams, and stakeholder management 3. How leaders build trust through either care or delivery, and why both are needed for performance 4. Why rapport bias causes leaders to hire, promote, and reward people like themselves 5. How to spot personality in meetings, emails, feedback conversations, and presentations 6. How stress changes behavior, from control and negotiation to silence, justification, or appeasement 7. Why compatibility, not sameness, is what keeps organizations from groupthink and blind spots GUEST BACKGROUND Name: Dale Wilsher Bio: Dale Wilsher is an entrepreneur, executive life and leadership coach, certified behavioral consultant, keynote speaker, and award-winning author. She is the founder of Your Authentic Personality® and works with leaders and organizations on how personality shapes trust, influence, communication, and performance. Dale is an ICF Professional Certified Coach (PCC), Certified Professional Life Coach (CPLC), Certified Career Services Provider (CCSP), Certified Behavioral Consultant in DISC, and Gallup Strengths Champion Coach. She is also a member of the Forbes Coaches Council and serves as faculty for the U.S. Chamber of Commerce's Institute for Organizational Management and the Professional Christian Coaching Institute. Her background spans molecular biology, coaching, speaking, and applied personality assessment, giving her a practical lens on how behavior, pressure, and organizational culture affect business outcomes. Follow Dale on LinkedIn: LinkedIn [https://www.linkedin.com/in/dalewilsher/] Learn more about Dale's work: Your Authentic Personality® [https://www.yourauthenticpersonality.com/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Linktree [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, goes deep with exceptional practitioners to extract the mental models, frameworks, and judgment patterns they have earned through real experience. The goal is simple: to help you leave every episode with something you can actually use. #BusinessUnbound #Podcast #DaleWilsher #DISCassessment #personalitytypes #leadershipcommunication #businessleadership #executivecoaching

17 de jun de 20261 h 0 min
episode Agentic AI Leader: Where AI Adds Business Value and Which Human Skills Still Matter - Akshay Nagpal artwork

Agentic AI Leader: Where AI Adds Business Value and Which Human Skills Still Matter - Akshay Nagpal

AI adoption in business is not a question of whether machines can do work, but which work should be automated, where risk belongs, and how human oversight has to be designed into the system. Akshay Nagpal breaks down the difference between conversational AI and agentic AI, why context windows and poor guardrails can cause systems to drift, and why replacing repeatable tasks is already happening faster than most professionals expect. He also explains how to evaluate AI use cases through a value and risk lens, why high-volume workflows are the best starting point, and which skills are becoming more defensible as hard skills like coding, presentation building, and financial modeling get compressed by AI tools. The conversation is a practical framework for leaders deciding where AI belongs in their operating model today. WHAT YOU'LL LEARN 1. How to separate useful AI automation from dangerous overreach by mapping workflows against risk and business value 2. Why human-in-the-loop review, restricted access, and approval rules are essential when AI takes action on behalf of a company 3. How to identify the AI use cases that are economically viable today, especially high-volume repeatable tasks 4. Why critical thinking, business judgment, and adaptation are becoming more valuable as AI handles more implementation work 5. How professionals can start building an AI habit by replacing one task they dislike with an AI-assisted workflow KEY DISCUSSION TOPICS 1. Agentic AI versus chatbot-style LLM use, and why autonomy changes the operational risk profile 2. Context windows, hallucination, and why AI systems drift without refreshed context and controls 3. Practical business use cases for AI in customer support, lead qualification, marketing, email, QA, testing, and automation 4. How regulated organizations and startups approach AI differently because their risk tolerance is different 5. The replacement risk for white collar work and why productivity gains can reduce headcount before they create new roles 6. Why interpersonal skills still matter more in client-facing work as AI takes over more back-office tasks 7. How AI is changing the value of coding, financial modeling, and presentation building GUEST BACKGROUND Name: Akshay Nagpal Bio: Akshay Nagpal is an agentic product leader at a UK based GenAI and product innovation studio, where he helps lead technical teams and AI agents across product building, model training, and fine-tuning. He has previously worked across product, technology, and AI at ING and Nokia, giving him a practical perspective on where AI creates real business leverage and where it needs strong controls. His thinking is worth extracting because he focuses on translating AI from concept into controlled, useful workflows. Follow Akshay on LinkedIn: LinkedIn [https://www.linkedin.com/in/akiii/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Business Unbound social media [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #ArtificialIntelligence #AgenticAI #ProductLeadership #WorkflowAutomation #BusinessJudgment

10 de jun de 202648 min
episode What working with 600+ CEOs over 30+ Years really teaches you about Business - Alan McLaren artwork

What working with 600+ CEOs over 30+ Years really teaches you about Business - Alan McLaren

Pressure exposes leadership truth, and Alan McLaren argues the best leaders respond with trust, clarity, and consistency rather than ego or overcomplication. Drawing on experience advising more than 600 CEOs, he explains why servant leadership is really about serving the team, setting standards, and taking responsibility when things go wrong. He also shows how decisions get distorted by incentives, emotion, and incongruence between what leaders say and what they do. WHAT YOU'LL LEARN ◼️ How to distinguish servant leadership from a slogan by looking at trust, consistency, and whether people feel safe enough to execute ◼️ Why the best leaders treat leadership as a relationship, not a transaction, and how that changes retention and long-term loyalty ◼️ How to spot the hidden damage caused by incongruence when a leader says one thing and does another in the room ◼️ Why pressure reveals triggers, distortions, and emotional patterns that shape judgment far more than most leaders realize ◼️ How to think about decisions using a simple lens of data, consequences, unintended consequences, and organizational trust KEY DISCUSSION TOPICS ◼️ What Alan learned from advising 600+ CEOs across public companies, family businesses, and founder-led organizations ◼️ Why YPO’s peer-led model taught him that influence often matters more than formal authority ◼️ The role of standards in culture, including why high performers who undermine the team can still be a liability ◼️ How leaders should handle turnaround situations, tough layoffs, and decisions that are necessary but emotionally costly ◼️ Why compensation design reveals priorities, incentives, and unintended consequences inside organizations ◼️ How to avoid decision drag by creating clarity, alignment, and accountable ownership after meetings end ◼️ Why AI and change management are forcing leaders to re-think culture, adaptability, and where human judgment still matters most GUEST BACKGROUND Name: Alan McLaren Bio: Alan McLaren is a leadership advisor who has personally advised more than 600 chief executives across industries and geographies. He also served as global chair of YPO, when the organization represented more than 32,000 executives across 150 countries, and his work focuses on how senior leaders make decisions, build culture, and earn trust at scale. Follow Alan on LinkedIn: linkedin.com/in/alanmclaren [http://linkedin.com/in/alanmclaren] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: https://linktr.ee/businessunbound [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #leadership #servantleadership #decisionmaking #organizationalculture #trust #executiveleadership

3 de jun de 202658 min
episode Columbia Prof & Decision Expert: Why Leaders Make Bad Decisions and What to Avoid - Cheryl Einhorn artwork

Columbia Prof & Decision Expert: Why Leaders Make Bad Decisions and What to Avoid - Cheryl Einhorn

Experienced leaders often mistake busy information gathering for sound judgment, yet the real failure point is usually earlier: bad problem framing, overreliance on familiar data, and confusing research with analysis. Cheryl Strauss Einhorn explains how her AREA Method helps decision makers pry open cognitive space, test assumptions, and move from evidence collection to conviction with far more discipline. The conversation also shows why AI can support research and recommendations, but cannot replace human accountability for the consequences of a choice. WHAT YOU’LL LEARN 1. How to spot when a decision is failing because the problem was framed incorrectly, not because the solution was weak 2. How to separate research from analysis so information gathering does not masquerade as real judgment 3. How to identify your default decision-making profile and compensate for its blind spots 4. How to use stakeholder inclusion to avoid echo chambers and surface different perspectives before committing 5. How to tell when a high-stakes decision deserves a full structure like AREA, and when you can zoom into a single step KEY DISCUSSION TOPICS 1. Cheryl Strauss Einhorn’s five problem solver profiles, adventurer, detective, listener, thinker, and visionary 2. The AREA Method, absolute, relative, exploration, exploitation, and analysis, and how each step changes the quality of a decision 3. Why high-stakes decisions require framing, success metrics, and disconfirming evidence before action 4. How journalism at Barron's shaped Cheryl’s skepticism about assumptions, evidence quality, and narrative bias 5. The difference between decision making and judgment, and why judgment sets priorities inside the choice 6. Why AI can accelerate research and recommendation, but still leaves the human as the chief decider 7. How executive leaders can rethink roles, delegation, and market-entry decisions without solving the wrong problem GUEST BACKGROUND Name: Cheryl Strauss Einhorn Bio: Cheryl Strauss Einhorn is the founder of Area Method, a decision sciences company focused on helping individuals and organizations make better high-stakes choices. She teaches decision making at Columbia Business School and Cornell University's Johnson Graduate School of Management, and her career spans journalism, executive education, and applied decision science. Her work is especially relevant for leaders who need to make consequential decisions under uncertainty, with incomplete information, and real accountability. Follow Cheryl on LinkedIn: Cheryl Strauss Einhorn [https://www.linkedin.com/in/cherylstrausseinhorn/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Business Unbound [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #DecisionMaking #DecisionScience #LeadershipJudgment #AIandDecisionMaking #HighStakesDecisions

27 de may de 202653 min